$英伟达(NVDA)_老虎社区_美港股上老虎

OpenAI与AMD的算力交易，令看多AMD的呼声高涨，同样也被认为是对英伟达的一大威胁。有看跌人士表示，考虑到竞争加剧以及英伟达在亚洲市场的逆风，AMD和英特尔可能将对英伟达造成打击。但知名分析师郭明錤指出，只要AI算力市场整体增长，OpenAI与AMD的合作对英伟达的影响应该有限。【大家对于英伟达&AMD的竞争格局，怎么看？英伟达，你站看多or看空？】

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